Nelson: I’m Sorry
January 24, 2015
I sense that the individual investor is not healthy, or at least, in shock – a deer in headlights. The slide in crude oil prices has stopped many investors in their tracks. I can feel it. Something is not right. The individual investor is challenged and retrenching. Many of the best financial advisors and individual investors hold energy-related equities for one reason or another, and they have not been spared by crude oil’s decline. The Energy Select SPDR (XLE) has fallen to levels first reached in 2008 (since before the Financial Crisis), and the Alps Alerian MLP ETF (AMLP), which tracks relatively stable midstream MLPs, has fallen to levels first reached in the first quarter of 2013. For those that
Why We Include Union Pacific in the Best Ideas Portfolio
January 23, 2015
Valuentum’s Brian Nelson talks about Union Pacific’s (UNP) strengthening operating ratio and encouraging outlook for 2015. Railroads: ARII, CNI, CSX, GWR, KSU, NSC, UNP
3 Reasons Why We Like Kinder Morgan
January 23, 2015
Valuentum’s Brian Nelson discusses three reasons why Kinder Morgan (KMI) is included in the Dividend Growth portfolio. Pipelines – Oil & Gas: APL, BPL, BWP, DPM, ENB, EPD, ETP, EVEP, HEP, KMI, KMP, LNG, MMP, NS, PAA, SE, SEP, WES, WMB
Nelson: “eBay’s…Share Price Remains Significantly Undervalued”
January 22, 2015
Valuentum’s Brian Nelson explains why eBay’s (EBAY) 2014 was solid, and why 2015 will be a year in which management unlocks tremendous shareholder value. eBay remains a holding in the Best Ideas portfolio. January 21, 2015.
Nelson: “IBM…Is In a Lot of Trouble”
January 21, 2015
Valuentum’s Brian Nelson explains how an accounting focus on operating earnings per share instead of an economic focus on return on invested capital has completely disrupted IBM’s (IBM) business. January 20, 2015.
Video: Johnson & Johnson Still Strong Dividend Growth Idea
January 20, 2015
Valuentum’s President Brian Nelson talks about J&J’s (JNJ) solid dividend growth prospects and budding late stage pharma pipeline in the EU and US. January 20, 2015.
Why Don’t They Get It? Process Is More Important Than the Companies You Select
January 20, 2015
Case Study: Apple (AAPL) July 24, 2013: “We added to our position in Apple. We think the shares are significantly undervalued, and we’re seeing some re-affirming market action following its strong quarterly report… (source).” The chart of Apple and the philosophical illustration below show how using the Valuentum process helped maximize profits in Apple within the newsletter portfolios. While others were still unsure whether Apple would come to reflect its intrinsic value and sat on the sidelines, a powerful technical breakout gave us all the incremental information we needed on this underpriced idea to add more shares to the Best Ideas portfolio. We also opened a new position in the Dividend Growth portfolio at that time. This particular breakout–when a
Dividend Increases for the Week Ending January 16
January 20, 2015
Below we provide a list of firms that raised their dividends during the week ending January 16. The dividend reports of covered firms on this list will be updated shortly with the new information. To access our dividend reports use the ‘Symbol’ search box in our website header. Firms Raising Their Dividends This Week Alliant Energy (LNT): now $0.55 per share quarterly dividend, was $0.51. Apogee (APOG): now $0.11 per share quarterly dividend, was $0.10. Chatham Lodging Trust (CLDT): now $0.10 per share monthly dividend, was $0.08. Consolidated Edison (ED): now $0.65 per share quarterly dividend, was $0.63. Core Laboratories (CLB): now $0.55 per share quarterly dividend, was $0.50. EPR Properties (EPR): now $0.3025 per share monthly dividend, was $0.285.
Yes, We Had Removed PCP Before the Fall
January 17, 2015
Call it luck. Call it experience. Call it what you will, but we removed Precision Castparts (PCP) from the Best Ideas portfolio in late September at nearly $240 per share, roughly 20% higher than current levels. Now one of our favorite watch list ideas, the metal bender said in a regulatory filing released January 16 that its third-quarter fiscal 2015 results would come in a bit light due primarily to lower demand from the oil and gas end markets. The executive suite also pointed to de-stocking from a single commercial aerospace customer, year-end customer inventory management actions, and an extended equipment upgrade as reasons for why revenue would come in the range of $2.42-$2.47 billion and earnings per share from
Valuentum’s January Edition of Its Best Ideas Newsletter!
January 16, 2015
Please download the January edition of the Best Ideas Newsletter .
